Rose-A
Moderator

Banking

I'd be glad to assist you with importing credit memos in QuickBooks Desktop, arnierudy.

 

I appreciate the screenshot you've provided. To import the transactions via the IIF file successfully, you must check the file first. Double-check the account names used, the spelling, and any other typographical errors. You must ensure that the names used exist and are acceptable in QuickBooks.

 

Also, be sure to select the correct items and their corresponding accounts. Once you're done checking the file, you should be able to import the credit memo seamlessly.

 

For more information about the process, check out this article: Export, import, and edit IIF files. On the same link, you’ll also find different transactions and lists you can import using the IIF file type.

 

Additionally, in case you need help with importing your customers and vendors via the CSV file, you can read through this article: Import/export CSV files.

 

You can always reach out to me if you have additional questions about the importing process or anything in QuickBooks Desktop. I'm always ready to lend a helping hand.